Erik Helmstetter

Partner/Investment Adviser

Erik is a partner with Oder Investment Management, LLC.  Erik’s responsibilities include portfolio management, investment plan construction and new client generation.  He has been in the industry 19 years and has previously worked at Merrill Lynch and Morgan Stanley.  His experience is enhanced by his professional designations as a Certified Financial Planner, Chartered Retirement Plan Specialist and Chartered Retirement Planning Counselor.

Erik attended the University of California at Los Angeles and earned a Bachelor of Arts degree in History and Business Specialization.  While at UCLA he also played on the golf team.

In his free time he is quite involved in the community as well as his daughters’ school.  Erik’s hobbies include golf, wine, food and travel.  He currently resides in Westchester with his wife and two daughters.